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Flight #26: Should You Buy Life Insurance as an Investment?

by Ben Dickinson

Feb 10, 2022

Pilot Money Guys: Flight #26: Should You Buy Life Insurance As An Investment?   We often have clients contact us with unique investment ideas. We will evaluate them and give out honest thoughts and concerns. One of the more popular ‘investments’ that we have seen lately is insurance products that are pitched as investments. So, […]

Flight #23: The Magic of Setting SMARTER Goals

by Ben Dickinson

Jan 5, 2022

Pilot Money Guys: The Magic of Setting SMARTER Goals Our mission is,“To help our clients build and protect wealth to achieve their dreams and goals.”Building wealth may actually be the easier part of that equation. Of course, it may not be easy but saving for the future is often started by default. 401(k)s are automatically […]

Flight #22: End of Year Checklist

by Ben Dickinson

Dec 22, 2021

Flight #22: End of Year Checklist We’re back with another checklist! But first, we honor the women listeners of the Pilot Money Guys podcast with a call sign reveal for a special listener Dr. Jane, aka call sign Arc! Since you loved the Quick Reaction Checklist so much, we thought we’d keep with the trend and bring […]

The QRC (Quick Reaction Checklist) of Savings Priorities

by Ben Dickinson

Dec 10, 2021

Download The Checklist By Clicking The Image Below About this Episode!If there is one thing that pilots know how to do, its follow a checklist! With that in mind we put together the ultimate QRC for savings priorities. This podcast is all about where we should be saving, in what order, and why.The checklist starts […]

Flight #18: Money Advice To Share With Your Kids

by Ben Dickinson

Oct 22, 2021

Pilot Money Guys: Kids and Money! Welcome to Flight #18, where we are discussing kids and money!This podcast is all about helping your kids take the first steps to financial freedom and independence. We discuss some of the steps we all wish we would have taken when we were first starting out as new savers […]

Flight #17: New Tax Changes

by Ben Dickinson

Oct 18, 2021

Pilot Money Guys: New Tax Changes In this episode of the Pilot Money Guys, we are joined by the Professor, Kevin Gormley CPA & CERTIFIED FINANCIAL PLANNER, to discuss the latest proposed tax changes.Although these are subject to change, there are things that you need to know to be prepared. Some changes we discuss:1. Capital […]

The 4% Rule

by Ben Dickinson

Oct 7, 2021

Pilot Money Guys: The 4% Rule Welcome to Flight #16! On this podcast, we are talking about a commonly used rule-of-thumb for taking retirement income distributions. The 4% rule is meant to help you easily determine how much you can withdrawal from your retirement accounts each year, without running out of money in retirement. The […]

Flight #15: Changing Your Domicile to Avoid State Taxes

by Ben Dickinson

Sep 30, 2021

Pilot Money Guys: Changing Your Domicile to Avoid State Taxes! Your domicile is defined as your permanent home where you pay your state income taxes. For most people, your domicile is straightforward, however, for those with multiple residences domicile can be hard to establish. And maybe even a little tempting to lean toward the lower tax […]

The Pilot Money Guys: Winter Is Coming!

by Ben Dickinson

Sep 10, 2021

There are plenty of actions we can take now to not only protect us from losing everything, but take advantage of the next market crash.

2021 Child Tax Credit Payment: How Much Is Your Kid Worth?

by Charlie Mattingly

Aug 3, 2021

Typically, taxpayers with income under $400,000 MAGI, married filing jointly, received a $2,000 tax credit per child under the age of 17 to offset your tax bill. This year, instead of getting the credit on your taxes, a portion of the credit will be paid out in advance over the next 6 months. If you count on the tax credit to offset your tax bill, you could be in for a big surprise!
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